AS
Amelia G. Shechet
AE WEALTH MANAGEMENT
Hendersonville, NC 28803
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CRD#: 7901689
AS
Professional summary
Amelia Grace Shechet is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Hendersonville, North Carolina.
Amelia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Amelia has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) IMMACULATE CONCEPTION CATHOLIC CHURCH FINANCE BOARD; NOT INVESTMENT RELATED; 208 7TH AVE W, HENDERSONVILLE, NC 28791; CHURCH; VOLUNTEER/MEMBER OF THE BOARD; 8/20/2025; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; ATTEND A ONCE-MONTHLY MEETING. ACT AS A SOUNDING BOARD AND PROVIDE INPUT ON FINANCIAL DECISIONS IN THE CHURCH. 2) J BIANCE WEALTH MANAGEMENT; YES INVESTMENT RELATED; 735 5TH AVENUE WEST, HENDERSONVILLE, NC 28739; INSURANCE AND ANNUITY SALES; FINANCIAL ADVISOR; 1/4/2023; 40HRS/MO; 40HRS/MO DURING SECURITIES TRADING HOURS; INSURANCE AND ANNUITY SALES.
CRS (Client Relationship Summary) - RIA
Click below to view Amelia Grace Shechet's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 18, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 80 Peachtree Rd Ste 220, Hendersonville, NC 28803Office #2: 735 5th Ave W, Hendersonville, NC 28739RIA
CRD#: 282580
Hendersonville, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(4/18/2024)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Hendersonville, NC 28803TRUST BUT VERIFY
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